Modified on: Mon, 13 Feb, 2023 at 6:25 PM
TABLE OF CONTENTS
1. Go to location Settings > Phone numbers > Click on Add Number
6. You can use the following custom values in the workflow when sending sms/email:
Once you Purchase a Twilio Phone Number, here's how to assign a dedicated Twilio number to each user:
Go to My Staff > Team Management > Edit the user you want to assign the number to
Choose the number you bought for the user
We could only assign one Twilio number to one user.
Once the Twilio number is assigned, all calls to that Twilio number will route to the user's phone number even if the contact is assigned to another user.
All calls & SMS will be using the Twilio number assigned to the user then.
User > Twilio Phone: {{user.twilio_phone_number}}
User > Twilio Phone raw format: {{user.twilio_phone_number_raw}}
If you assigned the Twilio number to the user but SMS is still sending from the old default Twilio number instead of the Twilio number assigned to the user, please make sure you are login as the user to test SMS.
When sending an SMS to a contact we always get the User who is Logged In to be used as the Sender, we do that because even though the Contact may be Assigned to someone else, the specific User that is there might be talking about something else, or have a different approach, therefore they will want to use their own number to get replies to.
If the user login has no Twilio number assigned, we will use the default Twilio number in the location.
